Personal Banker Sea Pines Financial Center

Wells Fargo•Hilton Head Island, SC

7d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch Network within the Consumer, Small & Business Banking division. The role focuses on delivering an exceptional customer experience by building relationships, understanding customer needs, and connecting customers with appropriate banking products, services, and digital solutions. The banker assists with basic account openings, service requests, and credit applications, and refers customers to other bankers and partners when appropriate. The position includes customer contact and may involve offering or negotiating terms for, or taking applications for, dwelling-secured transactions. Employment is contingent on meeting applicable SAFE Mortgage Licensing Act and Regulation Z Loan Originator requirements, background screening, and ongoing regulatory standards. The role also involves cash handling and balancing, and may require working most Saturdays. SAFE registration is required at employment; Wells Fargo initiates the registration process after the employee’s start date.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Ability to meet SAFE registration requirements at the time of employment and maintain applicable regulatory qualifications.
Loan Originator positions must meet Consumer Financial Protection Bureau qualification requirements, including applicable financial responsibility, character, financial fitness, and criminal background standards.
Ability to work a schedule that may include most Saturdays.
Successful candidates must meet ongoing regulatory requirements, including additional screening if necessary.

Nice To Haves

Customer service focus and experience handling complex transactions across multiple systems.
Experience proactively engaging customers by phone or email.
Ability to educate customers about technology and the value of mobile banking.
Ability to help customers succeed financially by introducing them to additional team members as appropriate.
Experience working with a team to meet customer needs.
Experience fostering and developing strong customer relationships.
Ability to build strong relationships with internal partners.
Ability to follow policies, procedures, and regulations.
Ability to identify potential fraud or risky accounts and take appropriate action to prevent loss.
Ability to interact with customers and team members with integrity and professionalism.
Relevant military experience with military protocol and instructions, enlisted evaluations, officer or leadership reporting, personnel benefits management, processing personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Ability to support customers and employees in resolving or escalating concerns or complaints.

Responsibilities

Build customer relationships through proactive outreach and recommend suitable products, services, and digital solutions.
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
Develop knowledge of bank products and services to connect them to customer needs.
Interact with customers to demonstrate care and build relationships.
Present appropriate banking product and service options to customers.
Refer customers’ financial needs to other bankers and partners as appropriate.
Maintain a cash drawer and complete cash handling and balancing.
Complete service-related tasks as needed.
Follow applicable risk, compliance, and regulatory programs, policies, and procedures; escalate and remediate issues appropriately.